2 institutions reported holding $184,281 of SCHWAB TARGET 2030 (SWDRX) in SEC 13F filings for 2026-03-31. Largest institutional holders: Ethos Financial Group, LLC ($184,281), Coston, McIsaac & Partners ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Ethos Financial Group, LLC | $184,281 | 10,930 | Added |
| 2 | Coston, McIsaac & Partners | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31